Burks Financial Group

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

101 W Main St Ste 133, Lakeland, Florida...

Phone Number

(863) 500-9018

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About Burks Financial Group

Burks Financial Group is a boutique wealth-management firm that specializes in evidence-based investment strategies for high-net-worth individuals and institutions. Established in 2003, the firm focuses on building, preserving, and transferring wealth through personalized financial advice, maintaining a fiduciary-first approach with 100% fee-only services. With over $2 billion in assets under management, Burks Financial Group offers comprehensive services including investment management, financial planning, and corporate advisory. The firm is recognized for its commitment to innovation and community support, exemplified by initiatives like the 1% for Denver program.Explore more
Burks Financial Group's Social MediaPopular SearchesBurks Financial GroupBurks Financial Group LLCBurks FinancialBurksfinancialgroup ComFinancial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Burks Financial Group Org Chart

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William Burks, President at Burks Financial Group
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Burks Financial Group financials insights

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2021

Debt

$20K

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Burks Financial Group Tech Stack

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Frequently Asked Questions Regarding Burks Financial Group

What is Burks Financial Group's official website?
Burks Financial Group's official website is www.burksfinancialgroup.com
What is Burks Financial Group's Revenue?
Burks Financial Group's revenue is <$5 Million
What is Burks Financial Group's SIC code?
Burks Financial Group's SIC: 62,628
What is Burks Financial Group's NAICS code?
Burks Financial Group's NAICS: 52,523
How many employees does Burks Financial Group have?
Burks Financial Group has 11-50 employees
What industry does Burks Financial Group belong to?
Burks Financial Group is in the industry of: Finance, Securities Trading
What technology does Burks Financial Group use?
Some of the popular technologies that Burks Financial Group uses are: Cloudflare Website Optimization, Cloudflare CDN, GoDaddy DNS, Amazon Web Hosting
How do I contact Burks Financial Group?
Burks Financial Group contact info: Phone number: (863) 500-9018 Website: www.burksfinancialgroup.com
What does Burks Financial Group do?

Burks Financial Group is a boutique wealth-management firm that specializes in evidence-based investment strategies for high-net-worth individuals and institutions. Established in 2003, the firm focuses on building, preserving, and transferring wealth through personalized financial advice, maintaining a fiduciary-first approach with 100% fee-only s... ervices. With over $2 billion in assets under management, Burks Financial Group offers comprehensive services including investment management, financial planning, and corporate advisory. The firm is recognized for its commitment to innovation and community support, exemplified by initiatives like the 1% for Denver program.Read More

What are Burks Financial Group social media links?
Burks Financial Group Linkedin page Burks Financial Group Facebook page
Is Burks Financial Group a public company?
Burks Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Burks Financial Group

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